The operating system for field-service teams
Dispatch work, track inventory, run preventive maintenance, and give your customers a live status link — all from one place. Built for HVAC, electrical, solar, plumbing, and IT installers.
14-day free trial · no credit card · auto-downgrades to the free plan
Built for field-service teams across
Everything in one place
Run the day from one screen
The features below aren't a roadmap — they're what ships in every plan, including the free one.
Work-order command center
Dispatch, schedule, assign technicians, and watch jobs move from Scheduled → In Progress → Completed on a drag-and-drop kanban. Every status change cascades to the customer's tracking page in real time.
Live customer portal
Each work order, quote, and invoice ships with a one-tap shareable link your customer can open without a login — status, technician, ETA, photos, signature, and a printable invoice on completion.
Inventory burn-down — done right
Parts attached to a work order automatically decrement warehouse stock in a single transaction. Quantities, multi-warehouse counts, and low-stock alerts work the moment you start using them.
Preventive maintenance on autopilot
Define a schedule once (weekly, monthly, quarterly, annual) and Roldesk auto-generates the recurring work order, attaches the right asset and technician, and burns it into the calendar. One less recurring revenue source you have to chase.
Quote → Work order → Invoice, end-to-end
Accepted quotes convert to work orders in one click; completed work orders convert to invoices in another. Every step keeps a back-link so the team and the customer can trace the full timeline.
Mobile-first for the field
Technicians get an Expo-built mobile app with offline-tolerant order detail, parts picker, time tracking, and photo upload. Backoffice users see exactly what the tech sees, in real time.
A closer look
What it looks like to run the day on Roldesk
Six of the features your team will use every day, drawn from the live product.
Dispatch board
Move jobs across the day with drag-and-drop swimlanes
Group technicians by team, scan every status column in one pass, and drop a card into any cell to assign + change status in one move. Busy cells collapse cards behind a +N more pill so a single tech's stack can't stretch the row.
- Drag = reassign + status flip in one PATCH
- Slim cards kick in past 5 jobs per cell
- Click the date chip on any card to reschedule inline
Mobile shift + GPS
One tap to start a shift, with privacy on by default
Techs see a single Start Shift button. First time, they get a clear consent screen with your org's policy text. Location is shared at the cadence you choose — 60 seconds is the battery-friendly default.
- Per-member consent record + audit trail
- Admin-tunable interval (30-600s) + retention
- Background-safe tracking that survives an app kill
GPS path replay
See exactly where a tech was, on any day
The path history page draws a polyline of every pinpoint for the chosen day. Start and end markers, total distance, shift duration, and pin density at known stops — useful for proof of visit, mileage, and route optimisation.
- Date picker + per-tech filter on one screen
- Sub-second pulls even on multi-thousand-point days
- Raw points auto-purge after the retention you set
Preventive maintenance
One schedule. Many assets. One work order per asset, every cycle.
Define the cadence once. Attach the customers, the assets, and the assigned techs (all multi-select). At the next due date, Roldesk fans out one fresh work order per asset, copies the tasks + parts template, and rolls them up under an optional project for clean billing.
- Multi-customer / multi-asset / multi-assignee per schedule
- Optional Project link makes contract billing one-click
- Daily cron generates everything that's due overnight
Bulk duplicate work orders
Stamp out the same job, ten times, in one move
Annual contract visits, multi-unit buildings, recurring inspections — the same job lives in many places. Pick a source order, choose how many copies you need (or select several in the list), and Roldesk clones the customer, asset, problem, tasks and parts with a fresh order number on each.
- Per-row Duplicate × N modal for templated repeats
- Bulk toolbar duplicates one copy per selected row
- Audit log links every copy back to its source
Customisable statuses
Rename, recolor, and add your own order statuses
Settings → Field Service is the single source of truth. Add a status like WAITING_PARTS, pick a color, hit save — and that option flows through to every WO dropdown, every list filter, and the badge color across the whole app. No deploy, no code change.
- Same shape for priorities and types
- Built-in lifecycle stays intact while you customise
- Pricing models carry pre-fill defaults (discount %, invoice status, billable)
Pricing
One price per workspace. No per-feature gating.
Every plan ships every feature. You only pay more when you add more seats.
Free
Solo operators — one truck, one office.
- 1 backoffice user
- 1 mobile technician seat
- Every feature included
- Customer portal + share links
Starter
For the price of a one-user competitor, put 3 techs on the road.
- 1 backoffice user
- 3 mobile technician seats
- Every feature included
- Customer portal + share links
Advanced
Small teams — owner + dispatcher, up to 7 field technicians.
- 2 backoffice users
- 7 mobile technician seats
- Every feature included
- Customer portal + share links
Professional
Growing shops with an office team and a 10-tech fleet.
- 3 backoffice users
- 10 mobile technician seats
- Every feature included
- Customer portal + share links
Enterprise
Multi-region operations, large fleets, dedicated support.
- 9999 backoffice users
- 9999 mobile technician seats
- Every feature included
- Customer portal + share links
- Dedicated onboarding
- SLA + priority support
New signups start on a 14-day Professional trial. When it ends, you keep going on the Free plan — no card required.
Stop juggling spreadsheets, calls, and texts.
Start your 14-day Professional trial — no credit card required. When the trial ends, you keep going on the Free plan.